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iShares Preferred and Income Securities ETF

964 hedge funds and large institutions have $8.19B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 468 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 260

38% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 60

11% more capital invested

Capital invested by funds: $7.39B → $8.19B (+$800M)

1.42% more ownership

Funds ownership: 40.24%41.66% (+1.4%)

1% more funds holding

Funds holding: 953964 (+11)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

88% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $36.5M

Holders
964
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
16.78%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
83
Increased
468
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
626
Moneta Group Investment Advisors
Missouri
$510K +$891 +23 +0.2%
VVP
627
Venture Visionary Partners
Ohio
$509K +$25.2K +650 +5%
BWM
628
BerganKDV Wealth Management
Minnesota
$508K +$23.2K +600 +5%
AIC
629
Archer Investment Corporation
Indiana
$507K
HCIA
630
Hochman Cole Investment Advisors
Illinois
$506K -$39.3K -1,014 -7%
RG
631
Retirement Group
California
$506K +$40.9K +1,055 +9%
DBT
632
Dubuque Bank & Trust
Iowa
$503K -$19.4K -500 -4%
CCMW
633
Cypress Capital Management (Wyoming)
Wyoming
$503K
LWA
634
Lenox Wealth Advisors
New York
$503K
SG
635
Somerset Group
Minnesota
$498K
VHAM
636
Van Hulzen Asset Management
California
$498K +$17.3K +446 +4%
UR
637
USCA RIA
Texas
$492K -$24.6K -635 -5%
HCP
638
Hexagon Capital Partners
Arkansas
$491K +$224K +5,784 +86%
RG
639
Rathbones Group
United Kingdom
$489K -$244K -6,300 -34%
SCM
640
Schnieders Capital Management
California
$488K -$2.4K -62 -0.5%
EW
641
Evoke Wealth
California
$488K +$143K +3,700 +43%
BFG
642
Beacon Financial Group
Texas
$487K -$2.26M -58,359 -82%
PCWA
643
Pacific Capital Wealth Advisors
California
$473K +$697 +18 +0.1%
GIA
644
Granite Investment Advisors
New Hampshire
$472K
SC
645
Scotia Capital
Ontario, Canada
$469K +$122K +3,153 +36%
GLA
646
Good Life Advisors
Pennsylvania
$468K -$110K -2,850 -19%
WTC
647
WhitTier Trust Company
Nevada
$465K +$4.88K +126 +1%
IWP
648
Icon Wealth Partners
Texas
$463K +$65.8K +1,700 +17%
AWA
649
AmeriServ Wealth Advisors
Pennsylvania
$461K -$83.7K -2,162 -16%
ADBIC
650
A.D. Beadell Investment Counsel
Wisconsin
$459K -$44.5K -1,150 -9%

PFF Hedge Fund Activity: Q2 2021 in Review

964 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2021, worth a combined $8.19B — up 11% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PFF positions and 60 closed out — a net gain of 23 holders — while 468 added to existing stakes and 260 trimmed.

The largest buyer was Bank of America, adding an estimated $223M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 964 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2021, up from 953 in Q1 2021.
  • Funds reported $8.19B of iShares Preferred and Income Securities ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 83 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2021 and 60 closed out, a net change of +23 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2021 was Bank of America, an estimated $223M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2021 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.